Matt joined Apella Capital in October of 2019 as a Portfolio Analyst and Paraplanner. Prior to Apella, he worked at Northwestern Mutual as a financial advisor specializing in life and disability insurance from 2017-2019. As Portfolio Analyst at Apella Capital, Matt works with Apella’s team of financial advisors and investment managers to implement portfolios which are designed to be tax efficient, diversified asset allocation strategies. In addition to his responsibilities as a Portfolio analyst, Matt is also a Paraplanner working with clients and the advisors to create and implement comprehensive financial plans. 

Shawn O’Sullivan joined Apella Capital in 2017 after completing an internship at Apella Capital’s sister firm, Symmetry Partners. As Portfolio Analyst at Apella Capital, Shawn works with Apella’s team of financial advisors and investment managers to implement portfolios which are designed to be tax efficient, diversified asset allocation strategies.  In addition to his responsibilities as Portfolio Analyst, Shawn also provides support across Apella’s nationwide offices in multiple capacities.

Lisa Lettieri joined Apella Capital in 2020 as Senior Paraplanner with over 30 years’ experience in financial industry. She holds the Certified Financial Planner™ designation and focuses on all aspects of our clients’ plans, including tax, retirement, estate and college planning. Prior to joining Apella Capital, Lisa was with Northwestern Mutual Company and before that Merrill Lynch Wealth Management as a Registered Financial Advisor. Lisa holds a B.S. in Business (Marketing) from Manhattan College and an MBA from Fordham University. She spends much of her free time delivering food and clothes for the needy, and is a member of Building Equitable Opportunity. Grants Committee of CT Community Foundation in Waterbury, CT. 

Stephanie Gamache provides client relationship support to Apella Capital’s teams of financial advisors.  In addition to providing world class customer service, she also assists in different projects to enhance the firms technological capabilities.  Prior to joining Apella in 2019, Ms. Gamache was employed by Beaulieu Financial Services as an administrative assistant. She has more than 20 years of experience in both banking and financial services.